In Tally that means the item in Stock Summary on one side, the party's ledger on the other, and an export or a TDL to join them. Sales by Item puts the two together on the phone: group your sales by item, stock group, customer or month in one tap, then open any item to see who bought it and at what average price.
Quantity, net amount after line discount and before GST, average price and the change against the previous period. Use the arrows to step back a month or a quarter.
All items, or group by Item, Group, Customer or Month; Category, Area, Voucher Type and Cost Centre appear when your Tally uses them. Grouped rows show quantity in each unit, such as 120 Box and 40 Pcs, never one added-up figure.
Tap an item for the customers who bought it and their average price this period, then a customer for the invoices. Goods your customers returned (credit notes) are taken off and shown in a Returns column.
Purchases by Item shows what each item cost you, the average rate and the gap against your selling price. Goods you returned to suppliers (debit notes) are taken off the same way.
Export either report and send it from the phone's share sheet. Owners and full-access team members see item-wise sales and profit; you choose who else sees reports.
| What you need | Tally with Takkada | Tally alone |
|---|---|---|
| Which customer bought an item | Tap the item: its customers with quantity and average price. | Stock Summary for the item and each party's ledger, joined by hand or with an add-on. |
| Grouping | Item, Group, Customer or Month in one tap; Category, Area, Voucher Type and Cost Centre when used. | One report per view. |
| Change against last period | A vs previous figure on every row. | A second column added for the earlier period with Alt+C (New Column). |
| Where you read it | Phone or web app, from your Tally as of the last sync. | The Tally computer. |
Sales by Item takes customer returns (credit notes) off and shows them in a Returns column; Purchases by Item does the same with debit notes. Owners and full-access team members see item-wise sales and profit; you choose who else sees reports.
Sales by Item and Purchases by Item are on every plan, starting with the entry one.
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See what every plan includesTally Prime shows one side at a time: Stock Summary for an item, and a party's ledger or Ledger Movement Analysis for what that party bought. Putting the two together usually takes an export to Excel or a TDL. In Takkada, open Sales by Item and group it by Customer, or tap an item to see its customers.
Yes. Tap the item in Sales by Item and you see every customer who bought it this period, with the quantity and their average price. Tap a customer to see the invoices behind that figure, for the month, the quarter or the financial year.
Yes. Sales by Item takes goods your customers returned on credit notes off each item and shows them in a Returns column, and Purchases by Item does the same with debit notes. The Insights cards read sales and purchases before returns.
Yes. When you group sales by stock group, customer or month, each row shows the quantity in each unit, for example 120 Box and 40 Pcs. Takkada does not add different units into one figure, so a group that sells in two units reads correctly.
Yes. One tap groups the same sales by Item, Group (your Tally stock group), Customer or Month. Category, Area, Voucher Type and Cost Centre appear as choices only when your Tally books use them, so an unused option never shows an empty list.
Owners and full-access team members see item-wise sales and profit. Other team members see the reports you give them through the Reports permission, so a salesman can read his own work without seeing what every item earns across the business.
Book a demo. We walk through your setup, your Tally version, and exactly what changes for your business.